RIAs in Lehi, Utah
Explore 18 RIAs headquartered in Lehi, with $28.7B in combined reported AUM.
RIAs18Headquartered here
Total AUM$28.7BReported regulatory AUM
Total Employees329Reported by these RIAs
% of Total State AUM12.6%% Of total State AUM Reported
All RIAs in Lehi
18 RIAsShowing 1–18 of 18 RIAs
Townsquare Capital, LLC
LEHI, UTReported AUM$18.1B
Employees53
62.9% of city AUMView RIA ↗
West Rim Ii Ugp, LLC
LEHI, UTReported AUM$1.8B
Employees30
6.2% of city AUMView RIA ↗
West Rim Capital Associates Ii, L.P.
LEHI, UTReported AUM$1.7B
Employees30
5.8% of city AUMView RIA ↗
Drive Wealth Advisers
LEHI, UTReported AUM$1.5B
Employees17
5.2% of city AUMView RIA ↗
B.O.S.S. Retirement Advisors, LLC
LEHI, UTReported AUM$1.4B
Employees87
4.8% of city AUMView RIA ↗
Tanara Wealth Management LLC
LEHI, UTReported AUM$1.1B
Employees15
3.8% of city AUMView RIA ↗
Solidarity Wealth, LLC
LEHI, UTReported AUM$704.2M
Employees12
2.5% of city AUMView RIA ↗
Banner Capital Management, LLC
LEHI, UTReported AUM$619.2M
Employees7
2.2% of city AUMView RIA ↗
Switchpoint Financial Planning LLC
LEHI, UTReported AUM$367.1M
Employees3
1.3% of city AUMView RIA ↗
Decker Retirement Planning Inc.
LEHI, UTReported AUM$359.9M
Employees23
1.3% of city AUMView RIA ↗
Reef Investment Management LLC
LEHI, UTReported AUM$234.3M
Employees13
0.8% of city AUMView RIA ↗
Prestige Wealthwide, LLC
LEHI, UTReported AUM$198.5M
Employees3
0.7% of city AUMView RIA ↗
Thistle Creek Capital, LLC
LEHI, UTReported AUM$161M
Employees6
0.6% of city AUMView RIA ↗
Provident Living Financial Services
LEHI, UTReported AUM$158.1M
Employees3
0.6% of city AUMView RIA ↗
Stonebriar Wealth, LLC
LEHI, UTReported AUM$139M
Employees11
0.5% of city AUMView RIA ↗
Solidarity Capital Management, LLC
LEHI, UTReported AUM$127.6M
Employees4
0.4% of city AUMView RIA ↗
Capital Wealth, LLC
LEHI, UTReported AUM$116M
Employees7
0.4% of city AUMView RIA ↗
My Prosper Team
LEHI, UTReported AUM$58.2M
Employees5
0.2% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.